Unilever PLC
UL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000217410
No open-market purchases or sales by Unilever PLC insiders were filed in the last 90 days; 1,193 institutions reported holding it in 13F filings for Q2 2026, worth $15.5B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesUNLYF
13F holders, Q4 2022
Institutional positions in Unilever PLC as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,105
- +103 vs. Q3 2022
- Shares held
- 265.4M
- +3.99M (+1.5%) vs. Q3 2022
- Total value
- $13.4B
- +$1.89B (+16.4%) vs. Q3 2022
- New holders
- 165
- 377 more added
- Sold out
- 62
- 407 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,193 | $15.5B |
| Q1 2026 | 1,175 | $13.7B |
| Q4 2025 | 1,158 | $13.9B |
| Q3 2025 | 1,174 | $13.9B |
| Q2 2025 | 1,187 | $14.0B |
| Q1 2025 | 1,179 | $13.1B |
| Q4 2024 | 1,188 | $12.5B |
| Q3 2024 | 1,175 | $14.2B |
| Q2 2024 | 1,111 | $12.7B |
| Q1 2024 | 1,093 | $12.4B |
| Q4 2023 | 1,109 | $11.8B |
| Q3 2023 | 1,068 | $12.3B |
| Q2 2023 | 1,084 | $13.2B |
| Q1 2023 | 1,106 | $13.5B |
| Q4 2022 | 1,105 | $13.4B |
| Q3 2022 | 1,019 | $11.5B |
| Q2 2022 | 1,059 | $11.4B |
| Q1 2022 | 1,022 | $10.7B |
| Q4 2021 | 1,099 | $13.3B |
| Q3 2021 | 1,007 | $12.7B |
| Q2 2021 | 1,042 | $13.7B |
| Q1 2021 | 1,035 | $12.7B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kidder Stephen W | 7,490 | $377.1K | 0.14% | −587−7.3% | Reduced |
| Hyman Charles D | 7,465 | $376.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 7,362 | $371.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7,362 | $370.7K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,319 | $368.5K | 0.11% | +105+1.5% | Added |
| DGS Capital Management, LLC | 7,271 | $366.1K | 0.24% | −1,316−15.3% | Reduced |
| Northwest Capital Management Inc | 7,246 | $364.8K | 0.19% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,176 | $361.3K | 0.13% | −600−7.7% | Reduced |
| BDO Wealth Advisors, LLC | 7,103 | $357.7K | 0.04% | +543+8.3% | Added |
| Connolly Sarah T. | 7,070 | $356.0K | 0.24% | −475−6.3% | Reduced |
| Herr Investment Group LLC | 7,068 | $355.9K | 0.07% | +7,068 | New |
| Farmers & Merchants Investments Inc | 7,051 | $355.0K | 0.01% | +1,600+29.4% | Added |
| Icon Wealth Advisors, LLC | 7,043 | $354.6K | 0.04% | +517+7.9% | Added |
| Cypress Capital Group | 7,034 | $354.2K | 0.05% | +323+4.8% | Added |
| Apollon Wealth Management, LLC | 7,026 | $353.7K | 0.03% | −1,165−14.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,009 | $352.9K | 0.01% | +7,009 | New |
| Boston Financial Mangement LLC | 7,002 | $352.6K | 0.01% | −2,942−29.6% | Reduced |
| Searle & Co. | 7,000 | $352.4K | 0.12% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,000 | $352.4K | 0.12% | +7,000 | New |
| Port Capital LLC | 7,000 | $352.0K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,920 | $348.4K | 0.02% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 6,806 | $342.7K | 0.19% | +1,525+28.9% | Added |
| Rathbone Brothers plc | 6,760 | $340.4K | 0.00% | −500−6.9% | Reduced |
| Financial Advisory Service, Inc. | 6,735 | $339.1K | 0.04% | +16+0.2% | Added |
| Shorepoint Capital Partners LLC | 6,741 | $339.0K | 0.09% | +6,741 | New |
| NewEdge Wealth, LLC | 6,729 | $338.8K | 0.01% | −917−12.0% | Reduced |
| Platform Technology Partners | 6,611 | $332.9K | 0.17% | +26+0.4% | Added |
| Personal Capital Advisors Corp | 6,606 | $332.6K | 0.00% | −6−0.1% | Reduced |
| Prospera Financial Services Inc | 6,594 | $332.0K | 0.02% | −400−5.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,569 | $330.7K | 0.08% | +6,569 | New |
| Stonnington Group, LLC | 6,411 | $327.0K | 0.09% | −399−5.9% | Reduced |
| WoodTrust Financial Corp | 6,500 | $327.0K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,475 | $326.1K | 0.08% | −6,879−51.5% | Reduced |
| O'Brien Greene & Co. Inc | 6,479 | $326.0K | 0.12% | −13,312−67.3% | Reduced |
| Lion Street Advisors, LLC | 6,084 | $326.0K | 0.17% | +127+2.1% | Added |
| Delta Financial Advisors LLC | 6,411 | $322.8K | 0.16% | +4+0.1% | Added |
| Diligent Investors, LLC | 6,407 | $322.6K | 0.11% | +20.0% | Added |
| Moody National Bank Trust Division | 6,382 | $321.0K | 0.03% | −105−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 6,365 | $320.5K | 0.03% | −1,446−18.5% | Reduced |
| Mengis Capital Management, Inc. | 6,367 | $320.0K | 0.07% | +900+16.5% | Added |
| Cladis Investment Advisory, LLC | 6,333 | $318.9K | 0.32% | −1,699−21.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 6,323 | $318.4K | 0.03% | +6,323 | New |
| Optas, LLC | 6,318 | $318.1K | 0.13% | +1,137+21.9% | Added |
| Hummer Financial Advisory Services Inc | 6,313 | $317.9K | 0.35% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,289 | $316.7K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,273 | $315.9K | 0.12% | +266+4.4% | Added |
| Probity Advisors, Inc. | 6,273 | $315.8K | 0.07% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 6,255 | $314.9K | 0.23% | −704−10.1% | Reduced |
| Mitchell Sinkler & Starr | 6,244 | $314.4K | 0.10% | +1,299+26.3% | Added |
| EverSource Wealth Advisors, LLC | 6,231 | $313.8K | 0.05% | +892+16.7% | Added |
| Bowen Hanes & Co Inc | 6,228 | $313.6K | 0.01% | −120−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,208 | $312.6K | 0.04% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 6,161 | $310.2K | 0.37% | −1,379−18.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,135 | $308.9K | 0.03% | −810−11.7% | Reduced |
| Jacobi Capital Management LLC | 6,131 | $308.7K | 0.04% | −26−0.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 6,019 | $303.1K | 0.09% | +6,019 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,015 | $303.0K | 0.16% | 00.0% | Unchanged |
| Moreno Evelyn V | 6,002 | $302.2K | 0.07% | +6,002 | New |
| Phocas Financial Corp. | 6,000 | $302.1K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,996 | $301.9K | 0.16% | +5,996 | New |
| Davis R M Inc | 5,955 | $300.0K | 0.01% | −20,000−77.1% | Reduced |
| Sutton Wealth Advisors Inc. | 5,954 | $299.8K | 0.11% | +153+2.6% | Added |
| Roberts Glore & Co Inc | 5,941 | $299.1K | 0.10% | −2,000−25.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,924 | $298.3K | 0.08% | +1,153+24.2% | Added |
| CVA Family Office, LLC | 5,907 | $297.4K | 0.07% | +4,809+438.0% | Added |
| Renasant Bank | 5,902 | $297.2K | 0.22% | −146−2.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,895 | $296.8K | 0.33% | +500+9.3% | Added |
| Chicago Trust Co NA | 5,846 | $295.0K | 0.07% | −1,159−16.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,872 | $295.0K | 0.26% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,855 | $294.8K | 0.01% | +1,210+26.0% | Added |
| Traphagen Investment Advisors LLC | 5,842 | $294.1K | 0.05% | −219−3.6% | Reduced |
| Frisch Financial Group, Inc. | 5,832 | $294.0K | 0.11% | +48+0.8% | Added |
| Lindbrook Capital, LLC | 5,806 | $292.3K | 0.04% | +1,583+37.5% | Added |
| DFPG Investments, LLC | 5,692 | $290.1K | 0.05% | +5,692 | New |
| KC Investment Advisors, LLC | 5,698 | $287.0K | 0.27% | +902+18.8% | Added |
| Edmond de Rothschild Holding S.A. | 5,713 | $287.0K | 0.01% | +2,500+77.8% | Added |
| Credit Suisse AG | 5,694 | $286.7K | 0.00% | −40,523−87.7% | Reduced |
| Bedel Financial Consulting, Inc. | 5,643 | $284.1K | 0.07% | +803+16.6% | Added |
| Lavaca Capital LLC | 5,631 | $283.5K | 0.11% | +5,631 | New |
| Addison Advisors LLC | 5,614 | $282.7K | 0.17% | −3,463−38.2% | Reduced |
| Aries Wealth Management | 5,609 | $282.4K | 0.12% | +5,609 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,600 | $282.0K | 0.00% | −24,900−81.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,586 | $281.3K | 0.03% | −482−7.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,584 | $281.2K | 0.01% | −274−4.7% | Reduced |
| Sabal Trust CO | 5,555 | $279.7K | 0.02% | −775−12.2% | Reduced |
| Mather Group, LLC. | 5,548 | $279.3K | 0.01% | −10.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,536 | $278.7K | 0.04% | +401+7.8% | Added |
| RSM US Wealth Management LLC | 5,534 | $278.6K | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,528 | $278.3K | 0.15% | −90−1.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,525 | $278.2K | 0.15% | −72−1.3% | Reduced |
| MMBG Investment Advisors Co. | 5,514 | $278.0K | 0.04% | −532−8.8% | Reduced |
| Atlas Brown,Inc. | 5,519 | $277.9K | 0.14% | +10.0% | Added |
| Brighton Jones LLC | 5,494 | $276.6K | 0.02% | −372−6.3% | Reduced |
| Boston Family Office LLC | 5,440 | $274.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,814 | $273.4K | 0.01% | +1,086+23.0% | Added |
| Callan Family Office, LLC | 5,409 | $272.3K | 0.09% | +5,409 | New |
| Hunter Associates Investment Management LLC | 5,400 | $272.0K | 0.07% | 00.0% | Unchanged |
| Palladiem, LLC | 5,379 | $270.8K | 0.28% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,352 | $269.5K | 0.02% | +5,352 | New |
| Loomis Sayles & Co L P | 5,326 | $268.0K | 0.00% | −5,529−50.9% | Reduced |